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Prudential

186 hedge funds and large institutions have $520M invested in Prudential in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 1.05%1.05% (+0%)

2% less capital invested

Capital invested by funds: $530M → $520M (-$10.3M)

2% less funds holding

Funds holding: 190186 (-4)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

18% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 74

78% less call options, than puts

Call options by funds: $89K | Put options by funds: $400K

Holders
186
Holders Change
-4
Holders Change %
-2.11%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
61
Reduced
74
Closed
32
Calls
$89K
Puts
$400K
Net Calls
-$311K
Net Calls Change
+$488K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Spire Wealth Management
Virginia
$6.1K +$5.74K +329 New
VWM
152
Venturi Wealth Management
Texas
$5.49K +$5.17K +296 New
W
153
WealthCollab
Washington
$5.14K -$1.36K -78 -22%
ZB
154
Zions Bancorporation
Utah
$4.75K -$3K -172 -40%
HWM
155
HighMark Wealth Management
Minnesota
$4.67K -$227 -13 -5%
AF
156
Allworth Financial
California
$4.52K -$1.05K -60 -20%
Federated Hermes
157
Federated Hermes
Pennsylvania
$4.21K
GRP
158
Global Retirement Partners
California
$4.15K
NS
159
NBC Securities
Alabama
$4K
Bessemer Group
160
Bessemer Group
New Jersey
$4K +$1.94K +111 +97%
JWA
161
JFS Wealth Advisors
Pennsylvania
$3.76K +$925 +53 +35%
NA
162
NewEdge Advisors
Louisiana
$3.55K
TWC
163
TD Waterhouse Canada
Ontario, Canada
$3.52K -$168K -9,644 -98%
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$3.41K -$13.8K -793 -81%
IA
165
IFP Advisors
Florida
$3.32K
WSFS
166
Wilmington Savings Fund Society
Delaware
$3.1K +$2.92K +167 New
GKIM
167
GW&K Investment Management
Massachusetts
$3K
JFGIW
168
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.97K +$2.79K +160 New
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$2.89K
CFB
170
Cullen/Frost Bankers
Texas
$2.58K +$524 +30 +28%
CT
171
Colonial Trust
South Carolina
$2.45K
FMP
172
Financial Management Professionals
Texas
$2K +$2.27K +130 New
PFBT
173
Parkside Financial Bank & Trust
Missouri
$1.87K -$506 -29 -22%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$1.24K
SSB
175
Sandy Spring Bank
Maryland
$890

PUK Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2024, worth a combined $520M — down 1.9% from $530M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PUK and 28 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 61 added.

The largest buyer was Mediolanum International Funds, opening a new position worth an estimated $18.4M. The largest seller was Royal Bank of Canada, cutting an estimated $17.8M.

  • 186 institutional investors held Prudential (PUK) as of Q3 2024, down from 190 in Q2 2024.
  • Funds reported $520M of Prudential stock for Q3 2024, down 1.9% quarter-over-quarter.
  • 28 funds opened new Prudential positions in Q3 2024 and 32 closed out, a net change of -4 holders.
  • The largest Prudential buyer in Q3 2024 was Mediolanum International Funds, an estimated $18.4M added.
  • The largest Prudential seller in Q3 2024 was Royal Bank of Canada, an estimated $17.8M sold.

Based on aggregated 13F filings for Q3 2024.